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Jersey | 04. 12. 2018

3rd Annual Investment & Private Wealth Management Conference

The definitive Investment and Private Wealth Management event of the year

The Investment & Private Wealth Management industry faces a host of challenges, including technological developments, enhanced fiduciary responsibility, and a variety of regulatory burdens. This event will feature presentations from industry experts, across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

2018-12-04 09:00:00 2018-12-04 17:00:00 Europe/London 3rd Annual Investment & Private Wealth Management Conference The Royal Yacht JIBS Events bookings@jerseyibs.com
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Overview

The Investment & Private Wealth Management industry faces a host of challenges, including technological developments, enhanced fiduciary responsibility, and a variety of regulatory burdens. This event will feature presentations from industry experts, across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

Designed in collaboration with industry and experts from the CI, UK and Europe, this event is essential for those wanting to keep up to date with key developments in investment and wealth management.

Speakers will present for around 20 minutes, after which there will be an interview with the conference chairman who will also encourage questions from the audience. This conference will also feature panel discussions with a selection of speakers.

Pricing & discounts

Price: £395

We offer the following discounts for this event:

  • 20% for CISI members
  • 10% for JADO, JBA, IoD and STEP members
2018-12-04 09:00:00 2018-12-04 17:00:00 Europe/London 3rd Annual Investment & Private Wealth Management Conference The Royal Yacht JIBS Events bookings@jerseyibs.com
Speakersalt

Event Schedule

Registration & Refreshments

08:30 – 09:00

Chairman's opening address

Christopher Usher, Chief Executive Officer of Jersey International Business School

09:00 – 09:15

Why Jersey continues to offer a compelling proposition for private clients

Niall Husbands, Head of Private Wealth, Treasury & Investments at Intertrust Jersey

09:15 – 09:45

Topic to be confirmed

Speaker to be confirmed

09:45 – 10:15

'A brand new world’ – challenges and strategies for consumer facing companies

Sanjiv Tumkur, Head of Equity Research at Rathbone Investment Management

10:15 – 10:45

Panel Discussion: The next big thing? Who will be the Amazon of the next decade?

10:45 – 11:15

Break

11:15 – 11:30
Plus

Making a positive impact

Ross McSkimming, Senior Investment Specialist, Equities at Aberdeen Standard Investments

11:30 – 12:00
  • How the benefits of impact investing can be measured, both in terms of investment performance, and environmental and / or social impact
  • How the integration of environmental, social and governance considerations into the investment process allows mainstream investment and contribution to the United Nation’s Sustainable Development Goals
  • How to achieve the double bottom line of strong financial returns and positive impact

Will factor investing upstage hedge funds?

Alexander Davey, MCSI, Director, Factor and Smart Beta Strategies at HSBC Global Asset Management

12:00 – 12:30

Panel Discussion: Can generating Alpha and investing responsibly work alongside together?

12:30 – 13:00

Lunch

13:00 – 14:00

Closing the loop on plastic waste

Victoria Hoskins, Investment Director at Rathbone Greenbank Investments

14:00 – 14:30

Topic to be confirmed

Philip Watson, Head of the Global Investment Lab and Chief Innovation Officer at Citi Private Bank

14:30 – 15:00

Panel Discussion: The future of impact investing in a socially aware society

15:00 – 15:30

Break

15:30 – 15:45

Do many hands make light work or do too many cooks spoil the broth

Maria Gardner, Senior Investment Analyst at Asset Risk Consultants (Jersey) Limited

15:45 – 16:15

Picking winners – how to find value in equity markets

Mark Clubb, Investment Director at Canaccord

16:15 – 16:45

Chairman's closing remarks

Christopher Usher, Chief Executive Officer of Jersey International Business School

16:45 – 17:00
2018-12-04 09:00:00 2018-12-04 17:00:00 Europe/London 3rd Annual Investment & Private Wealth Management Conference The Royal Yacht JIBS Events bookings@jerseyibs.com
Sponsorsalt

Event Speakers

Chris Usher 400 X 400

Chris Usher

Chief Executive Officer of Jersey International Business School

Chris has over 20 years’ experience in international financial services, working both in the UK and offshore, for major financial institutions such as Barclays Wealth and Santander.

Formerly an International Investment Manager he advised both individuals and corporate entities on complex investment scenarios. He now specialises in delivering training in investment management, taxation and regulatory matters in international finance centres around the world.

Chris is a specialist chairman of a number of high-profile events, including conferences such as the Annual Compliance & Economic Crime Symposium and the International Taxation Conference. As an expert in the financial crime risks posed to international offshore financial centres, Chris was invited to speak at the Association of Certified Anti-Money Laundering Specialists (ACAMS) conference on the topic of ‘Understanding the Criminal Vulnerabilities of Offshore Products and Services’.

400 X 400 Sanjiv Tumkur

Sanjiv Tumkur

Head of Equity Research at Rathbone Investment Management

Sanjiv joined Rathbones in 2016 as Head of Equity Research. He started his career in 1996 at Morgan Grenfell Asset Management (later Deutsche Asset Management), where he was an investment manager and equity research analyst. In 2006 he joined Alliance Bernstein to focus on equity research for mid cap European and UK companies, and later moved to Investec Wealth & Investment as a senior equity analyst.

Sanjiv graduated from Oxford University with a degree in Philosophy, Politics and Economics and has passed the Institute of Investment Management and Research (IIMR) exams.

400 X 400 Philip Watson

Philip Watson

Head of the Global Investment Lab and Chief Innovation Officer at Citi Private Bank

Philip Watson is Head of the Global Investment Lab and Chief Innovation Officer for Citi Private Bank in EMEA and Global Investments.

The Investment Lab provides ultra-high net worth individuals and their family offices with expertise and advice in portfolio construction, risk analytics and investment strategy. Each investment solution is tailored to meet each client’s financial goals and objectives.

The Innovation Office supports clients by sharing insights and perspectives on key trends and emerging technologies — connecting clients to helpful resources from across Citi’s innovation network. The office is engaged on a range of innovation initiatives at the Private Bank and Citi — including the Growth Board, accelerator programs and initiatives designed to improve the client experience.

In addition to these roles, Phil serves on a number of committees and boards at Citi. These include voting membership within the Global Investment Committee, which defines strategy for the Private Bank, and membership on the Multi-Asset Class Committee, responsible for informing decisions on the management of discretionary portfolios at Citi. He is also a regular contributor to the media, road shows, forums and the Private Bank’s Outlook.

Phil has nearly 20 years of financial experience, 14 of which have been at the Private Bank. Prior to this, he worked within Citi’s Investment Bank where he held roles within Equity Derivatives, Risk Management and Warrants Trading.

Phil has a Chartered MCSI designation from the Chartered Institute for Securities and Investments, and holds a Level 6 Certificate in Private Client Investment Advice and Management. He graduated from the University of Leeds with an Honours degree in Economics and French.

400 X 400 Niall Husbands

Niall Husbands

Head of Private Wealth, Treasury & Investments at Intertrust Jersey

Niall is head of Private Wealth, Treasury & Investments and is an internationally experienced wealth management practitioner, having lived and worked in Spain, France and the UAE. Prior to joining the firm in 2012, he was head of wealth management, Europe ex UK & MENA for one of the world's largest banks. Niall was actively engaged in client relationships, from private wealth structures to corporates. Niall has previously established a single family office for a client, including recruiting staff and setting up the IT infrastructure, and is a member of their advisory committee.

Niall is an associate of the Chartered Institute of Bankers and has a full diploma of the Chartered Institute for Securities and Investments, including Private Client Investment Advice and Management. He also sits on the GP Boards of several listed private equity clients and has been a judge on the Private Asset Manager Awards, as well as being a treasurer of the Jersey Branch of the Chartered Institute for Securities and Investments. Niall is also Vice President of the Channel Islands Treasurers Association.

Victoria Hoskins 400 X 400

Victoria Hoskins

Investment Director at Rathbone Greenbank Investments

Victoria is an Investment Director with over 15 years’ experience in providing and managing investment solutions to charity and pension fund trustees, as well as to individuals.

She joined Rathbones in 2015 from Barclays where she was senior director for the London Charity Team advising boards on the implementation of their investment policies, including ethical and social investment considerations.

From 2007 to 2010, Victoria was Regional Investment Director for London and the South East responsible for the Gerrard Investment Management business, equating to £2 billion of private client, charity, pension and court of protection portfolios.

Victoria is a Chartered Fellow of the CISI and an experienced trustee, principally for the Lankelly Chase Foundation, an early adopter of the United Nations Principles for Responsible Investment, latterly chairing the Investment Committee.

400 X 400 Alexander Davey

Alexander Davey, MCSI

Director, Factor and Smart Beta Strategies at HSBC Global Asset Management

Alexander is a Director and Senior Equity Product Specialist. He leads the team covering factor based and smart beta strategies and has been working in the industry since 1997. Prior to joining HSBC in 2014, he worked as a Private Banker at Barclays and before that, Alexander worked in product specialist and sales roles at Morgan Stanley Investment Management and Barclays Global Investors. He holds a history degree from the University of York and is a member of the Chartered Securities Institute.

400 X 400 Mark Clubb

Mark Clubb

Investment Director at Canaccord

Mark is part of the stockbroking team that provides advice and dealing services to private clients, intermediaries and asset managers. Mark is a Member of the CISI.

400 X 400 Ross Mc Skimming

Ross McSkimming

Senior Investment Specialist, Equities at Aberdeen Standard Investments

Ross is the senior investment specialist for the Aberdeen Standard Investments equity fund range and is responsible for the commercialisation and development of the equity asset class. He works alongside the investment team and his primary role is to ensure that clients and consultants have clarity on the philosophy, process and investment positioning of this growing asset class. By understanding the changing needs of different groups of investors, he is responsible for developing new equity strategies and customised investment solutions for institutional clients globally. More recently he has been involved in the development of the global equity impact strategy. He has 18 years investment experience at Aberdeen Standard Investments, 24 years’ experience in the industry.

400 X 400 Maria Gardner

Maria Gardner

Senior Investment Analyst at Asset Risk Consultants (Jersey) Limited

Maria joined ARC in 2015, initially providing investment advice for institutional and HNW clients she now heads up the Jersey Performance Monitoring team. Prior to this, Maria bridged the Research and Business Development teams at Altis Partners, a Commodity Trading Advisor and provided risk analysis for institutional clients at BNY Mellon. Maria studied Mathematics & Statistics at the University of St Andrews. She also holds the IMC, is a member of the Chartered Alternative Investment Analyst (CAIA) Association, a CAIA Charterholder and a Member of the CISI.

2018-12-04 09:00:002018-12-04 17:00:00Europe/London3rd Annual Investment & Private Wealth Management ConferenceThe Royal YachtJIBS Eventsbookings@jerseyibs.com

The Royal Yacht

Weighbridge, St Helier JE2 3NF

2018-12-04 09:00:00 2018-12-04 17:00:00 Europe/London 3rd Annual Investment & Private Wealth Management Conference The Royal Yacht JIBS Events bookings@jerseyibs.com

If you require accommodation to attend this event, you will be entitled to the below preferential delegate rates:

  • Silver double room – £112.00
  • Gold double / twin room – £155.00
  • Gold deluxe double room – £169.00
  • Platinum double room – £193.00

Please contact the hotel reservations team direct at reception@theroyalyacht.com to obtain these discounted prices.

The Royal Yacht Jersey